Stocktake: Uncertainty at unprecedented levels, says Howard Marks
‘If you’ve never experienced something before you can’t say you know how it will turn out’
‘If you’ve never experienced something before you can’t say you know how it will turn out’
David Tepper and Stanley Druckenmiller say indices look particularly precarious
Positivity about market bounce may be overplayed in uncertain Covid-19 world
The Oaktree Capital founder’s current memos are required reading for serious investors
Stocks are vulnerable to further bad news; things may get worse before they get better
Investors should not be surprised by another bout of market bloodshed
Not necessarily logical to spend all your cash, as we have no idea how negative things will get
‘Sizeable hit from the coronavirus could easily catalyse a global recession’
Hundreds of US’s biggest public companies have shed their shareholder-first ideology
When stocks bottomed out in 2009 there was fear of meltdown of the financial system
Study looking back to 1800 confirms following the trend, seasonality and value investing beat the market
Reports of Apple’s demise are overstated while worrying about timing is as futile as ever
A fact-based world view is more useful to investors than the siren song of news
Notion that past gains were inevitable and future is murky is bedevilled by hindsight bias
Computers increasingly dominate today’s investment world, but they can only go so far
The tech advance has been led by companies with some eye-watering valuation multiples
Private equity groups being pushed into accepting poor terms on deals – Howard Marks
Proinsias O’Mahony: Seven nerve-calming steps to help you make sense of it all
Also in this episode, will the Bitcoin bubble burst? And, Ryanair’s pilot strike
Warren Buffett, Howard Marks and Nobel economist Robert Shiller have warned the craze will end badly
After a decade of unprecedented financial experimentation caution is warranted
Investors yawn at Trump’s ‘barking’ as US bull market shows no sign of stopping
Stock-pickers promise gains in next slump despite years of underperformance by funds
The last time fund managers were nearly as concerned as now was in the late 1990s
Many investors see FAANG stocks as bulletproof, but sceptics are wary of the high values
Howard Marks predicted the dotcom and housing crashes, and now he’s worried trouble is brewing again
Central Bank has called for greater clarification on exchange-traded funds ownership
The price of a single bitcoin hit an all-time high of just under €3,000 this week
Stocktake: Howard Marks warns market is getting bubbly with ‘elevated complacency’
Stocktake: The Trump factor, presidential tweets and Madoff’s hot chocolate monopoly
Stocktake: Market response to US election result confounds bearish forecasters
Former drug smuggler announced he had inoperable bowel cancer in 2015
Index trackers make it harder for hedge funds and ordinary investors to outperform
A general rule of thumb: the most confident are the least accurate, according to research
Exchange-traded funds have revolutionised the investing world but some say they have yet to be tested in times of crisis
Learn from the experts and you can be a more effective investor
Crosswords & puzzles to keep you challenged and entertained
Inquests into the nightclub fire that led to the deaths of 48 people
How does a post-Brexit world shape the identity and relationship of these islands
Weddings, Births, Deaths and other family notices